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Uptown Financial Advisors LLC: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uptown Financial Advisors LLC on LQD, newest first. How the timeline and the estimate are built.

Uptown Financial Advisors LLC held 16,282 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,282 shares
    Change vs previous 13F -115 shares

    1.3% of the 13F portfolio, value $1,775,987.

    13F-HR 0002066147-26-000003 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,397 shares
    Change vs previous 13F +1,039 shares

    1.45% of the 13F portfolio, value $1,787,218.

    13F-HR 0002066147-26-000002 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,358 shares
    Change vs previous 13F +2,351 shares

    1.44% of the 13F portfolio, value $1,692,408.

    13F-HR 0002066147-26-000001 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,007 shares
    Change vs previous 13F -519 shares

    1.27% of the 13F portfolio, value $1,450,002.

    13F-HR 0002066147-25-000001 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,526 shares
    Change vs previous 13F -755 shares

    1.38% of the 13F portfolio, value $1,482,694.

    13F-HR 0001085146-25-003710 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,281 shares
    Change vs previous 13F +953 shares

    1.6% of the 13F portfolio, value $1,552,310.

    13F-HR 0001085146-25-002628 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,328 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,424,176.

    13F-HR 0001085146-25-002439 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).